+132.4%
HOOD vs PM
+151.7%
-19.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +3.2% |
| 7D | -4.8% | -5.2% | +0.4% | -4.8% |
| 30D | -26.1% | +2.7% | -28.8% | -26.0% |
| 3M | -10.8% | +5.2% | -16.0% | -10.7% |
| 6M | +2.4% | +17.0% | -14.6% | +1.6% |
| YTD | -28.5% | +25.5% | -54.0% | -29.7% |
| 1Y | -36.3% | +35.5% | -71.8% | -38.0% |
| 3Y | +743.7% | +143.9% | +599.8% | +603.6% |
| 5Y | +118.6% | +161.8% | -43.2% | +85.5% |
| All | +132.4% | +151.7% | -19.4% | +152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling